Northrop Grumman (NOC) Aperçu de l'action
Northrop Grumman Corporation est une entreprise de technologie aérospatiale et de défense présente aux États-Unis, en Asie/Pacifique, en Europe et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 1/6 |
| Performances passées | 4/6 |
| Santé financière | 4/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
NOC Community Fair Values
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Analyst Price Targets
Northrop Grumman Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$555.58 |
| Plus haut sur 52 semaines | US$774.00 |
| Plus bas sur 52 semaines | US$468.50 |
| Bêta | -0.11 |
| Variation sur 1 mois | -3.40% |
| Variation sur 3 mois | -23.41% |
| Variation sur 1 an | 17.84% |
| Variation sur 3 ans | 26.75% |
| Variation sur 5 ans | 51.85% |
| Évolution depuis l'introduction en bourse | 23,430.45% |
Nouvelles et mises à jour récentes
Mise à jour du récit • May 18
NOC: Sector Pullback And Space AI Progress Will Drive Future Returns
Northrop Grumman's analyst price targets have shifted lower, with the fair value estimate moving from about $721.78 to $706.82 as analysts adjust models in light of recent sector-wide target cuts and a more cautious outlook on the timing of any recovery. Analyst Commentary Recent Street research on Northrop Grumman points to a mixed setup, with several firms revising their models and adjusting price targets while keeping a close eye on sector-wide trends and geopolitical risk.Mise à jour du récit • Apr 26
NOC: War Time Demand And Space AI Progress Will Shape Returns
Northrop Grumman's analyst price target has been cut by about $14, as analysts factor in a slightly higher discount rate and updated Street targets that reflect several recent cuts along with earlier increases. Analyst Commentary Recent Street research on Northrop Grumman shows a mix of optimistic and cautious views, with several firms adjusting price targets both higher and lower over the past few months.Seeking Alpha • Apr 23
Northrop Grumman: The Nuclear Triad Winner Is Now A Strong Buy
Summary Northrop Grumman is upgraded to Strong Buy after a 16% stock decline, and is now trading materially below intrinsic value. NOC's Q1 2026 results showed double-digit organic sales growth, but margin expansion remains muted due to ramp-up inefficiencies and development phase programs. 2026 guidance remains unchanged, with sales expected at $43.5–$44 billion and EPS at $27.40–$27.90, reflecting a ramp-up year rather than a breakout. Valuation disconnect versus peers and stable long-term estimates support a $711.67 base case price target (21% upside), with further upside possible. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • May 18
NOC: Sector Pullback And Space AI Progress Will Drive Future Returns
Northrop Grumman's analyst price targets have shifted lower, with the fair value estimate moving from about $721.78 to $706.82 as analysts adjust models in light of recent sector-wide target cuts and a more cautious outlook on the timing of any recovery. Analyst Commentary Recent Street research on Northrop Grumman points to a mixed setup, with several firms revising their models and adjusting price targets while keeping a close eye on sector-wide trends and geopolitical risk.Mise à jour du récit • Apr 26
NOC: War Time Demand And Space AI Progress Will Shape Returns
Northrop Grumman's analyst price target has been cut by about $14, as analysts factor in a slightly higher discount rate and updated Street targets that reflect several recent cuts along with earlier increases. Analyst Commentary Recent Street research on Northrop Grumman shows a mix of optimistic and cautious views, with several firms adjusting price targets both higher and lower over the past few months.Seeking Alpha • Apr 23
Northrop Grumman: The Nuclear Triad Winner Is Now A Strong Buy
Summary Northrop Grumman is upgraded to Strong Buy after a 16% stock decline, and is now trading materially below intrinsic value. NOC's Q1 2026 results showed double-digit organic sales growth, but margin expansion remains muted due to ramp-up inefficiencies and development phase programs. 2026 guidance remains unchanged, with sales expected at $43.5–$44 billion and EPS at $27.40–$27.90, reflecting a ramp-up year rather than a breakout. Valuation disconnect versus peers and stable long-term estimates support a $711.67 base case price target (21% upside), with further upside possible. Read the full article on Seeking AlphaMise à jour du récit • Apr 11
NOC: Sector Momentum And Policy Uncertainty Will Shape War Time Returns
Analysts have lifted the implied fair value for Northrop Grumman by about $10 to roughly $736 per share, reflecting Street research that cites updated expectations for revenue growth, profit margins and sector momentum in recent price target revisions across firms such as Jefferies, Citi and others. Analyst Commentary Recent research points to a cluster of higher price targets on Northrop Grumman, with several firms revising their models after updating assumptions for revenue, margins and sector trends.
Nouveau récit • Mar 29
NOC: The Architect of the New Nuclear Triad
Northrop Grumman Corporation (NOC) is currently solidifying its position as the premier partner for the United States' long-term strategic modernization. As of the market close on March 27, 2026, the stock is trading at $678.74 USD on the NYSE, experiencing a period of technical consolidation after hitting a 52-week high of $774 earlier in the year.Mise à jour du récit • Mar 28
NOC: Future Defense Budgets And Policy Limits Will Shape Returns
Analysts have slightly raised price targets for Northrop Grumman, with the model fair value estimate moving by about $1 to $725.72. This change reflects refinements to assumptions around discount rates, long term revenue growth, profit margins, and future P/E multiples in light of a series of recent target increases across the Street.Mise à jour du récit • Mar 11
NOC: Future Defense Budgets And China Sanctions Will Shape Returns
Analysts have increased their average price targets on Northrop Grumman by triple-digit dollar amounts across multiple firms, citing updated sector estimates, refined modeling assumptions, and a modest adjustment to discount rates and future P/E expectations. Analyst Commentary Recent research updates cluster around sizable price target revisions and refreshed models, giving you a clearer view of how the Street is framing risk and reward for Northrop Grumman right now.Mise à jour du récit • Feb 25
NOC: Future Defense Budgets And China Sanctions Will Shape Cash Flow
Our analyst price target for Northrop Grumman has been adjusted higher by about $3 to reflect a modestly higher fair value estimate and slightly richer future P/E assumptions, in line with a broad wave of recent target increases across the Street. Analyst Commentary The recent wave of target changes reflects a cluster of fresh views on Northrop Grumman, with several firms updating models and valuation frameworks at roughly the same time.Mise à jour du récit • Feb 09
NOC: Future Defense Budgets And Sanctions Will Shape Cash Flow Durability
Analysts have lifted their price targets on Northrop Grumman in recent weeks, and our fair value estimate has moved up by about US$41 to US$721. This reflects slightly lower assumed discount rates, modestly adjusted long term growth and margin expectations, and a higher future P/E multiple in line with updated Street research.Mise à jour du récit • Jan 25
NOC: Future Defense Budgets And Buyback Curbs Will Shape Cash Flow Durability
Analysts have lifted their price targets for Northrop Grumman, supporting a fair value move from about US$665.20 to roughly US$680.44 as they factor in updated sector views, modestly higher projected revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research updates cluster around higher price targets and refreshed sector views, with analysts adjusting their models for Northrop Grumman as new policy headlines and defense budget discussions emerge.Mise à jour du récit • Jan 11
NOC: Future Defense Budgets And Buyback Limits Will Shape Cash Flow Durability
Analysts have nudged their fair value estimate for Northrop Grumman to about $665 per share from roughly $663, reflecting recent price target increases anchored in expectations for mid single digit organic growth, relatively stable guidance into 2026, and potential budget tailwinds for key defense programs such as Sentinel, B 21, TACAMO, E 2D, and related nuclear deterrence and munitions work, while also factoring in scenario analysis around future buyback constraints. Analyst Commentary Recent research paints a mixed picture for Northrop Grumman, with optimism around growth visibility and program funding set against questions about future capital returns and policy risk.Mise à jour du récit • Dec 18
NOC: Future Defense Budgets Will Drive Durable Cash Flows And Share Outperformance
Analysts have nudged their consolidated price target for Northrop Grumman modestly higher to reflect stable mid single digit organic growth, improving long term cash flow visibility from programs like B 21 and Sentinel, and increased budget support across key defense platforms, while fair value edged slightly lower from approximately $667 to $663 per share as a lower discount rate and marginally stronger profit margin outlook were largely offset by a slightly reduced future P E multiple. Analyst Commentary Bullish analysts highlight that Northrop Grumman's outlook remains steady, with guidance pointing to mid single digit organic growth through 2026 and visibility into long duration defense programs that underpin both revenue and margin durability.Mise à jour du récit • Dec 03
NOC: Future Defense Budgets Will Support Cash Flows And Share Outperformance
Analysts have modestly raised their price target on Northrop Grumman to approximately $670 per share, reflecting confidence in the company’s stable mid single digit growth outlook, expanding 2026 budget visibility across key programs, and improving long term cash generation from platforms like B 21 and Sentinel. Analyst Commentary Recent Street research reflects a generally constructive stance on Northrop Grumman, with multiple price target increases clustered around the mid to high $600s and at least one upgrade to a Buy rating.Mise à jour du récit • Nov 19
NOC: Defense Spending Increases Will Drive Outperformance Amid Lower Execution Risks
Northrop Grumman’s analyst price target has been raised by analysts from approximately $665 to $667 per share. This reflects stable outlooks and optimism over growth in key defense programs and future cash generation.Mise à jour du récit • Nov 05
NOC: Multi-Year Budget Allocations Will Likely Drive Strong Defense Sector Upside
Northrop Grumman's analyst price target was recently raised by analysts from approximately $647 to $665 per share. The increase reflects confidence in the company's stable growth outlook, strong alignment with strategic defense priorities, and anticipated benefits from new budget allocations and program execution.Mise à jour du récit • Oct 22
Analysts Boost Northrop Grumman Price Target Amid Defense Growth and Mixed Sector Outlook
Northrop Grumman's analyst price target was raised from approximately $616 to $647. Analysts cited increased confidence in the company's long-term defense program exposure and strong positioning within key Department of Defense budget priorities.Mise à jour du récit • Oct 08
US And Allied Defense Budgets Will Unlock New Opportunities
Northrop Grumman’s analyst price target has been raised from $603.32 to $615.56, reflecting analysts’ increased confidence in the company’s improving revenue growth, expanding profit margins, and favorable positioning within defense sector budgets. Analyst Commentary Recent analyst research has showcased a largely optimistic outlook on Northrop Grumman, with multiple firms raising their price targets and affirming positive ratings.Mise à jour du récit • Sep 06
US And Allied Defense Budgets Will Unlock New Opportunities
Analysts have raised Northrop Grumman’s price target to $603.32, citing accelerating revenue growth tied to Department of Defense priorities, robust international sales momentum, and strong Q2 performance, while valuation concerns and uncertainty around future earnings temper some optimism. Analyst Commentary Bullish analysts highlight accelerating revenue growth projected for the second half of 2025, underpinned by alignment with Department of Defense budget priorities and management’s positive outlook.Article d’analyse • Jul 06
An Intrinsic Calculation For Northrop Grumman Corporation (NYSE:NOC) Suggests It's 21% Undervalued
Key Insights Northrop Grumman's estimated fair value is US$637 based on 2 Stage Free Cash Flow to Equity Northrop...Article d’analyse • Jun 20
Does Northrop Grumman (NYSE:NOC) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Article d’analyse • May 27
Northrop Grumman's (NYSE:NOC) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Northrop Grumman Corporation ( NYSE:NOC ) has announced that the dividend on 18th of June will be...Seeking Alpha • Apr 25
Northrop Grumman: B-21 Blow Triggers Earnings Disappointment
Summary Northrop Grumman's Q1 earnings missed expectations due to significant cost growth on the B-21 program, leading to a 49% profit decline. Despite a challenging environment, the company maintained sales guidance but lowered its profit outlook, reflecting B-21 charges and cost pressures. The stock is downgraded to hold due to high valuation and ongoing cost issues, despite the potential for future cost efficiencies and production rate increases. Northrop Grumman's 21-year dividend growth streak is commendable. But current stock levels are considered pricey with limited upside absent multiple expansions. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
Northrop Grumman Q1 Preview: A Hedge Amid Global Restructuring (Rating Upgrade)
Summary Northrop Grumman's $91.5B backlog (+9% YoY) is driven by B-21, E-130J, and NATO demand offers strong 2025 revenue visibility despite modest 3% sales growth. Trading at 19x forward EPS vs. 5Y avg of 17.5x; base-case PT of $585 reflects 8% upside on $28.55 EPS amid macro tailwinds. DOGE-driven budget risks, drone/AI disruptors like Anduril, and reliance on U.S. contracts (~85% revenue) temper alpha expectations. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Weighing Northrop Grumman As The F/A-XX Program Winner (Rating Downgrade)
Summary In this update, I will take a closer look at the Next Generation Air Dominance (NGAD) initiative and the role Northrop Grumman Corporation could play in it. I focus on the U.S. Navy's F/A-XX program, the winner of which has not yet been announced. I give reasons why I believe that Northrop could be selected as the prime contractor for this prestigious project. At the same time, I explain why I chose not to include potential cash flows associated with the F/A-XX program in my updated valuation assessment of NOC shares. I give a brief update on my current stance on NOC stock and whether I am currently increasing my NOC position. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Northrop Grumman: The Forgotten Winner Of Boeing's F-47
Summary Boeing's win of the US Air Force NGAD contract is significant, marking its first clean-sheet fighter jet design, estimated to be worth more than $300 billion. The NGAD program includes two distinct fighter jets for the US Air Force and Navy, avoiding past complexities seen with the F-35's commonality approach. Northrop Grumman, with its historical expertise and current success in digital engineering, is well positioned to win the F/A-XX contract, revitalizing its fighter jet capabilities. Awarding the F/A-XX to Northrop Grumman would ensure healthy competition among three major defense contractors, balancing cost and schedule effectively. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
Northrop Grumman: Buy The Dip As Recent Contract Wins Could Drive Growth
Summary Northrop Grumman gets prior buy rating reaffirmed, agreeing with today's bullish consensus from Wall St. and SA analysts. With major recent contract wins in the billions-of-dollars range, strong margins, proven dividend growth, and strong credit ratings, this one is a winner. The firm's globally diversified portfolio and market penetration could take advantage of heightened defense spending in Europe. Recent talk of US defense cuts can pose headwinds if they materialize, while another risk is cost overruns on existing contracts. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Northrop Grumman: Technological Innovation Can Fuel Future Success
Summary Northrop Grumman is a strong long-term investment due to its strong market position, fair valuation, and expected growth in the aerospace and defense sector. NOC's advancements in A.I. and autonomous systems will drive demand for modern military equipment, boosting revenue and margins. The current political climate and global tensions support steady defense spending, benefiting NOC's innovative technology and product offerings. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Northrop Grumman: Double-Digit Free Cash Flow And Why I Am Buying More
Summary Northrop Grumman's EBITDA growth is projected to be mid-single digits, while free cash flow growth is expected to exceed 15% annually through 2026. Despite share repurchases, Northrop Grumman's stock price has declined, but the company has a strong 21-year dividend growth track record. Key growth drivers include strong demand for defense equipment, space-based defense solutions, and involvement in hypersonics and major defense programs. Northrop Grumman stock is undervalued compared to peers, with a conservative price target of $550 for 2025, providing a 15.6% upside. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Northrop Grumman Could Offer Investors A Lucrative Return
Summary Northrop Grumman's revenue per share has grown at 9.42% annually, since FY 2014; however, its gross profit margin and return on invested capital have shown concerning trends. The company pays a quarterly dividend of $2.06, with a current yield of 1.58%, and has room for future dividend growth. Recent earnings report showed a 13% increase in EPS and positive segment performance, leading to a 3% stock price rise. Valuation suggests NOC is trading at a 14% discount to fair value, making it a Buy with a long-term expected return of 34.12%. Read the full article on Seeking AlphaSeeking Alpha • Oct 13
Northrop Grumman: A High-Flying Defense Stock For Total Return Investors
Summary Northrop Grumman offers a balanced investment profile with growth and income potential, boasting a strong backlog and impressive revenue growth across key segments. The company is well-positioned with a $83 billion backlog and favorable U.S. defense budget outlook, supporting sustained performance and growth. NOC's valuation at a forward PE of 21 is justified by its solid fundamentals, growing global defense needs, and high single-digit EPS growth potential. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Northrop Grumman Doesn't Need War To Be A Great Investment
Summary Global geopolitical tensions are high, but I don't foresee a full-scale global war. Northrop Grumman's innovation-driven growth, anti-cyclical demand, and expanding international programs position it well for sustained revenue and technological leadership. Despite current high valuations, NOC's strong fundamentals, dividend growth, and buybacks make it a compelling buy on corrections. Elevated global tensions and NATO's need for innovation support resilient demand for NOC, enhancing its stability and long-term growth potential. Read the full article on Seeking AlphaRendement pour les actionnaires
| NOC | US Aerospace & Defense | US Marché | |
|---|---|---|---|
| 7D | 2.8% | 3.7% | 1.0% |
| 1Y | 17.8% | 30.2% | 28.7% |
Rendement vs Industrie: NOC a sous-performé le secteur US Aerospace & Defense qui a rapporté 30.2 % au cours de l'année écoulée.
Rendement vs marché: NOC a sous-performé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.
Volatilité des prix
| NOC volatility | |
|---|---|
| NOC Average Weekly Movement | 4.0% |
| Aerospace & Defense Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: NOC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de NOC ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1939 | 95,000 | Kathy Warden | www.northropgrumman.com |
Northrop Grumman Corporation est une entreprise de technologie aérospatiale et de défense présente aux États-Unis, en Asie/Pacifique, en Europe et dans le monde entier. Ses activités s'articulent autour de quatre segments : Aeronautics Systems, Defense Systems, Mission Systems et Space Systems. Le segment Aeronautics Systems conçoit, développe, produit, intègre, entretient et modernise des systèmes aéronautiques.
Northrop Grumman Corporation Résumé des fondamentaux
| NOC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$78.91b |
| Bénéfices(TTM) | US$4.58b |
| Recettes(TTM) | US$42.37b |
17.2x
Ratio P/E1.9x
Ratio P/SLe site NOC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| NOC compte de résultat (TTM) | |
|---|---|
| Recettes | US$42.37b |
| Coût des recettes | US$33.67b |
| Marge brute | US$8.69b |
| Autres dépenses | US$4.12b |
| Les revenus | US$4.58b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 32.22 |
| Marge brute | 20.52% |
| Marge bénéficiaire nette | 10.80% |
| Ratio dettes/capitaux propres | 91.6% |
Quelles ont été les performances à long terme de NOC?
Voir les performances historiques et les comparaisonsDividendes
1.7%
Rendement actuel des dividendes29%
Ratio de distributionLe site NOC verse-t-il des dividendes fiables ?
Voir NOC l'historique des dividendes et les indices de référence| Northrop Grumman dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 01 2026 |
| Date de paiement du dividende | Jun 17 2026 |
| Jours jusqu'au dividende Ex | 8 days |
| Jours jusqu'à la date de paiement du dividende | 24 days |
Le site NOC verse-t-il des dividendes fiables ?
Voir NOC l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 02:27 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Northrop Grumman Corporation est couverte par 35 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Joseph Campbell | Barclays |